Business Profile and Voice Trust

Verify your organization's business details in Trust Center to set up trusted calling. You can add customer texting later, update approved business information, and manage the caller names available to your inboxes.

GUIDED WALKTHROUGH

Business Profile and Voice Trust

STEP 01 / 07

Choose how you will use Waveline

Choose Text messaging now, Text messaging later, or Voice calls only. This walkthrough follows Voice calls only.

Before you begin

Prepare:

• The organization's exact legal business name.
• Its EIN and registered entity type.
• The organization's industry and company type.
• A public business website.
• A verifiable public business social-media profile when the organization maintains one.
• An authorized senior representative's name, business email, phone number, title, and position.
• The organization's registered physical US address.
• An optional Caller ID display name of no more than 15 characters.
• A decision about whether the organization needs outbound SMS now.

Where to find Trust Center

From the Waveline web dashboard, open Settings → Trust Center. Only organization Owners and Admins can access and submit this information.

Choose your setup

Open Settings → Trust Center and select Start in Business details, or Continue to resume. Complete Business, Contact person, and Address. A public business website is required even if you only need calling.

If you also need customer texting, follow Register for SMS. If you need a Waveline-hosted website, see Build and Publish Your Business Website. Publish that website before submitting information that depends on it.

Complete the Business step

Fill in the information under About your business:

• Legal business name: Enter the registered legal name, not a shortened public-facing name or trade name.
• Caller ID display name: If shown, optionally enter a recognizable version of your legal business name, or the name with a department. After setup is submitted, manage names under Caller names.
• Business type: Select the organization's registered entity structure.
• Industry: Select the closest description of the organization's primary business.
• EIN (Tax ID): Enter the nine-digit federal tax ID.
• Company type: Select Private or Public. If the Business type is Non-profit Corporation, select Non-profit or Government instead; Waveline then sets the Industry automatically.
• Website URL: Enter a live public website that represents the business.
• Social media profile URL: Enter a verifiable public business profile when the organization maintains one. Although this field is optional, providing an established business profile is recommended and can help support verification.

If you select Public as the Company type, enter the organization's Stock exchange and Stock ticker exactly as registered. These fields are required for public companies.

Review the information, then select Continue.

Add an authorized representative

The authorized representative should be a senior member of the organization who can confirm its identity.

1. Enter the representative's first and last name.
2. Enter their business email address.
3. Enter a valid phone number where they can be reached.
4. Enter their job title.
5. Select the closest matching job position.
6. Select Continue.

Use an email address on the organization's website domain rather than a personal email address whenever possible.

Enter the business address

Enter the organization's registered physical US address. Include a suite, unit, or floor when it appears in the official address.

1. Enter the street address.
2. Add the suite or unit when applicable.
3. Enter the city, state, and ZIP Code.
4. Review the address for spelling and formatting.
5. Select Continue.

Continue without texting registration

Complete the business details and continue to Review & submit. You do not need to set up texting to submit business information for calling.

If you already selected Set up texting, the editor also includes texting and sample-message steps. Follow Register for SMS to complete that submission.

Review and submit the Business Profile

1. Review the business, contact person, and address summaries.
2. Use the available edit action to correct information before submitting it.
3. On the calling setup path, select Submit for verification.

If you have set up texting, complete its information and select Submit registration on the final review screen instead.

Use Save & exit when it is available and you need to return later. Availability depends on which information is still editable and whether Waveline is processing a request. Submitted or approved information can be locked; submission of the business details does not mean every remaining draft field is permanently uneditable.

You do not need to keep Trust Center open while registration runs.

What happens after submission

Return to Trust Center to follow Business details and Calling trust. Calling registration normally starts after your business is verified.

Verification does not guarantee that every receiving carrier displays your business name or avoids a spam label. See Manage caller names to review the names available to your inboxes.

Review registration status

The Business details row shows whether information is incomplete, ready to submit, submitting, in review, or verified. The Calling trust row shows progress for the calling registrations.

If a row needs attention, open its details and follow the available correction, retry, or support action. Do not resubmit verified business details merely because calling registration is still processing.

See Trust Center Overview for the website, business, texting, and calling status rows.

Change approved business details

An Owner or Admin can request a change after the Business Profile is approved.

1. Open Settings → Trust Center and find the Business details section below the checklist.
2. Select Change details.
3. Correct the business information, address, or authorized representative, then select Save change.
4. Review Change to your business details and compare the current and new information.
5. Select Send to carriers, read the confirmation, and confirm when ready.

Save change keeps a draft; it does not send the change for review. Use Edit change or Discard change when those actions are available. Some actions become unavailable while the change is being reviewed or put into use.

Your current approved details stay in use while the change is reviewed. After the new details take effect, calls can continue, but verified caller identification or caller-name display may be temporarily unavailable while calling setup finishes. Follow the status shown in Trust Center.

The EIN cannot be changed here. Contact Waveline Support if the organization needs to use a different EIN.

Manage caller names

Open Settings → Trust Center and find Caller names below the checklist. Owners and Admins can manage the names here after setup is submitted.

Add or rename a caller name

1. Select Add caller name, or Rename beside an existing name.
2. Enter the name and select Add or Rename.
3. Follow the status beside the name. A new name must be approved before it is used; an existing approved name stays in use while its replacement is reviewed.

Use your legal business name, or the name with a department, within 15 characters. Begin with a letter and use only letters, numbers, periods, commas, and spaces. Use Cancel rename when offered if you no longer want a pending rename.

Choose the default or remove a name

Select Make default beside the name you want to use for inboxes that follow the default. To choose a different name for one inbox, see Assigning Numbers.

Select Remove beside an eligible name and read the confirmation. Inboxes using a removed non-default name return to the default. If other names exist, make another name the default before removing the current default. Removing the only name can leave calls without a caller name until another is added and approved.

Name changes can take time to appear on receiving networks. Toll-free numbers do not display a caller name. Other caller-name display also depends on the receiving carrier, device, and saved contacts.

Add SMS registration later

Return to Trust Center and select Set up texting in Texting registration. Follow Register for SMS. Your approved business details remain available, so you do not need to enter them again.

Best practices

• Match official records exactly.
• Use a public website that clearly represents the organization.
• Use a business-domain email for the authorized representative.
• Choose a short, recognizable Caller ID display name.
• Use Save & exit if the information cannot be completed accurately in one session.
• Review every section before submission. Later changes to approved business details require a separate review.

Troubleshooting

Related pages

• Trust Center Overview
• Register for SMS
• Making calls
• Call quality
• Roles and permissions